S

SignatureFD Portfolio holdings

AUM $6.34B
1-Year Est. Return 19.33%
This Quarter Est. Return
1 Year Est. Return
+19.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$439M
AUM Growth
-$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,462
New
Increased
Reduced
Closed

Top Buys

1
+$8.14M
2
+$5.71M
3
+$3.42M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$2.01M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.24M

Top Sells

1
+$3.43M
2
+$2.5M
3
+$2.38M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.01M
5
APC
Anadarko Petroleum
APC
+$1.01M

Sector Composition

1 Consumer Staples 7.32%
2 Financials 4.45%
3 Industrials 4.15%
4 Healthcare 2.57%
5 Technology 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$23K 0.01%
500
+193
502
$22K 0.01%
199
+143
503
$22K 0.01%
+405
504
$22K 0.01%
832
+679
505
$22K 0.01%
300
506
$22K 0.01%
186
+8
507
$22K 0.01%
623
+548
508
$22K 0.01%
+290
509
$22K 0.01%
569
510
$21K ﹤0.01%
354
+327
511
$21K ﹤0.01%
660
-180
512
$21K ﹤0.01%
+853
513
$21K ﹤0.01%
2,151
+958
514
$21K ﹤0.01%
94
+33
515
$21K ﹤0.01%
854
516
$21K ﹤0.01%
640
+124
517
$21K ﹤0.01%
1,032
+40
518
$21K ﹤0.01%
120
+20
519
$21K ﹤0.01%
+420
520
$21K ﹤0.01%
464
+54
521
$20K ﹤0.01%
181
+54
522
$20K ﹤0.01%
2,930
-583
523
$20K ﹤0.01%
1,696
+846
524
$20K ﹤0.01%
+728
525
$20K ﹤0.01%
498
19 20
21
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